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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,077 | $81,487-17.7% | $102,412-34.5% | $80,935-17.1% |
| Participation rate | 74.1% | 66.8%+7.2pp | 74.5%-0.4pp | 67.7%+6.4pp |
| Annual return | 11.81% | 25.60%-13.8pp | 24.94%-13.1pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,734 | $3,871-3.5% | $5,060-26.2% | $4,299-13.1% |
| Admin fee / account holder | $38,424 | $6,717+472.0% | $8,388+358.1% | $6,924+454.9% |